🎧🧠 Decrypting Crypto's Future: Key Narratives
Round Table Weekly Recap - Week of April 17th
Gm degens,
We interview top experts in crypto every week to capture alpha for our community. This digest summarizes the key takeaways of recent conversations.
Let’s dive right in 👇
📖 Navigating Crypto's Next Chapter: Crucial Narratives
The article is an interview with Calvin from Puzzle Ventures, discussing various topics related to the crypto industry, including the state of crypto adoption in Hong Kong, the growth of DeFi and NFTs, the vision for crypto in the coming year, and the potential of data incentivization.
Key takeaways:
1. Calvin talks on how the regulators saw the attention and success Hong Kong had prior to COVID in terms of crypto. They have looked to take action on policies to capture the demand coming in from the west (owing to unclear regulation)
2. Puzzle Ventures is focused on investing in various crypto verticals, including DeFi, NFTs, gaming, social, and more.
3. NFTs are leveraged bets on the underlying asset, and the project's community is a crucial factor in their success.
4. Puzzle Ventures is adopting an Ethereum maxi mindset and focusing on zk-rollups, monolithic chains, and more.
5. Calvin explains how DID (decentralized identity) and social go hand in hand because when you think of NFTs, they are the best way to specify a digital identity so far (How many people can you think of based on their crypto punk, for example)
6. With gaming and RWA, Calvin believes they are very similar because the content for Web2 and 3 are easily implemented into the real world.
🎧️ Here’s an audio clip from this Space 👇️
Listen and keep reading 🍿:
🤝 Connecting the Dots: Polkadot & Interoperability
The article features Eric Wang, a crypto expert who discusses the potential of cross-chain messaging and the development of the space within a year.
Key takeaways:
1. Polkadot and Cosmos are currently the best live ecosystems for cross-chain messaging.
2. Analog is building a blockchain to fix operability between Layer 1s and 2s, allowing parachains to communicate with rollups.
3. Lack of resources to educate people on the applications of cross-chain messaging is a major problem in the space.
Counter arguments:
1. The development of cross-chain messaging may take longer than a year due to technical challenges and adoption barriers.
2. The security of cross-chain messaging is still a concern and needs to be addressed before widespread adoption.
🎧️ Audio clip from this Space 👇️
Listen and keep reading 🍿:
🚽 Arbitrum Vs. ETH: Toilet Analogy
The article features Jeff's experiences investing in crypto, particularly on Arbitrum, and discusses the benefits of Arbitrum's network scalability and TVL for DeFi innovation.
Key takeaways:
1. Arbitrum's network scalability and TVL make it a good platform for DeFi innovation.
2. Giving a ‘toilet’ analogy, he says He says Arbitrum adds the urinals to the overall toilet to allocate the stress on the network, while Ethereum is like one toilet stall.
3. Jeff advises caution when investing in low-caps and suggests filtering projects based on DEXs, TVL changes, and tokenomics.
4. On bluechips, he says that CamillaDEX is a project he’s been consistently looking at.
5. Managing one's portfolio and taking profits early is important.
🎧️ Audio clip from this Space 👇️
Listen and keep reading 🍿:
Do you think Arbitrum will be the winner in the ETH scaling race? |